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Here you will find all the information you look for regarding the data sharing between IODM and the other apps of the marketplace 


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Interesting workflow you can accomplish with IODM on our MarketPlace

 

 

 When you create organizations/ companies/ invoices/ accounts in IODM, they are instantly synchronized in QuickBooks/ Xero/ MYOB.

Overdue invoices are automatically retrieved from your accounting application by IODM





Data shared between IODM and other apps

 


CRM and Sales data shared

Entity
shared 

From IODM to other apps

From other apps to IODMSee it on my Impac! Dashboard

Company

 

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Invoices
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All invoice widgets
Organizations
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Invoice List widget (If invoice is attached)

 

 



Accounting data shared

Entity
shared 

From IODM to other apps

From other apps to IODMSee it on my Impac! Dashboard
 Accounts
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 Account balance / Accounts comparison widgets
Invoices
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All invoice widgets




How can I share my customers on Quickbooks with my contacts and organizations in my CRM?

QuickBooks customers can correspond to contacts or organizations in your CRM, and here is how it works:

The only field required to register a customer in QuickBooks (and to send it to other apps) is "Display name as"
If you do not specify neither the "First name" or the "Last name" of your customer in QuickBooks, Connec! assumes that the customer is only an organization and it creates a new organization in your CRM, with "Display name as" (QuickBooks field) as the "Organization Name"
If you specify a "First name" or a "Last name", but do not specify a "Company" for your customer in QuickBooks, Connec! assumes that the customer is only a contact and it creates a new contact in your CRM, with "First name" and/or "Last name" (QuickBooks fields) mapped to "First Name" and/or "Last Name" in your CRM
If you specify in QuickBooks, for your customer, a "First name" or a "Last name", and a "Company", then Connec! creates a new contact and a new organization in your CRM, and the contact will be linked to the organization (field "Organization Name" in your CRM, field "Company" in QuickBooks)
  • Fields email, mobile and address are also sent from QuickBooks to your CRM.
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    FAQ 

     

    FAQ

    In the following section add the main limitation / specific information regarding the data mapping of this specific entity as a Question/Answer, e.g.:

      

     

    Coming soon...




    Team Work 

    All the apps available on Maestrano marketplace share data with IODM

    However, these three apps are the best matching for IODM  

    Quickbooks Online

    Xero

    MYOB